|
51429
|
evt_52aab145432d
|
signal_ingest
|
2026-04-15T22:41:49.557917+00:00
|
daemon:signal_enrichment
|
[]
|
{"created_at":"2026-04-15T19:48:01.300 {"created_at":"2026-04-15T19:48:01.300479+00:00","dedupe_key":"signal_enriched:news_delta:8c1bddc48917e582","evidence_event_ids":["evt_1d327e49ace3"],"signal_type":"news_headline_delta","source":"news_rss","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMia0FVX3lxTFBCcktITDM4SzJiZUQya1R3VEZxX2hRYUxkc29zc2ZTaXhOaXJJNGNDRUZIS2ZzMU1HVnVwRGlfZ2M4LVpwLVlNWk1IQnVvV3NybG5qb3ZfWlBfT0dlZjRaS3lMaklHWlNxMGJn?oc=5","as_of":"2026-04-15T19:48:01.300479+00:00","canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp","enrichment":{"aggregator_url":"https://news.google.com/rss/articles/CBMia0FVX3lxTFBCcktITDM4SzJiZUQya1R3VEZxX2hRYUxkc29zc2ZTaXhOaXJJNGNDRUZIS2ZzMU1HVnVwRGlfZ2M4LVpwLVlNWk1IQnVvV3NybG5qb3ZfWlBfT0dlZjRaS3lMaklHWlNxMGJn?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_0db466e469e2c108","canonical_host":"gstatic.com","canonical_is_aggregator":true,"canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-15T22:41:49.557887+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMia0FVX3lxTFBCcktITDM4SzJiZUQya1R3VEZxX2hRYUxkc29zc2ZTaXhOaXJJNGNDRUZIS2ZzMU1HVnVwRGlfZ2M4LVpwLVlNWk1IQnVvV3NybG5qb3ZfWlBfT0dlZjRaS3lMaklHWlNxMGJn?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"theverge.com","publisher_resolution":"payload_source_domain","requested_url":"https://news.google.com/rss/articles/CBMia0FVX3lxTFBCcktITDM4SzJiZUQya1R3VEZxX2hRYUxkc29zc2ZTaXhOaXJJNGNDRUZIS2ZzMU1HVnVwRGlfZ2M4LVpwLVlNWk1IQnVvV3NybG5qb3ZfWlBfT0dlZjRaS3lMaklHWlNxMGJn?oc=5","source_event_id":"evt_1d327e49ace3","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"9a833c07849b8c59","published_at":"2026-04-15T16:13:30+00:00","publisher_domain":"theverge.com","signal_understanding":{"analysis_basis":"headline_and_summary","claim_confidence":0.42,"dates_mentioned":[],"entities":[],"event_type":"other","information_gaps":["article_text_unavailable"],"key_facts":["Headline: Allbirds announced a switch from shoes to AI and its stock jumped 600 percent - The Verge","Source summary: Allbirds announced a switch from shoes to AI and its stock jumped 600 percent The Verge Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 700% CNBC Allbirds rebrands as NewBird AI to enter AI chip market qz.com AIbirds Bloomberg.com Allbirds, the San Francisco shoe brand that made 'Salesforce Ones,' pivots to AI SFGATE"],"numeric_claims":[],"primary_claim":"Allbirds announced a switch from shoes to AI and its stock jumped 600 percent - The Verge","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"Allbirds announced a switch from shoes to AI and its stock jumped 600 percent The Verge Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 700% CNBC Allbirds rebrands as NewBird AI to enter AI chip market qz.com AIbirds Bloomberg.com Allbirds, the San Francisco shoe brand that made 'Salesforce Ones,' pivots to AI SFGATE","topics":["news headline"]},"source":"The Verge","source_domain":"theverge.com","source_url":"https://www.theverge.com","summary":"Allbirds announced a switch from shoes to AI and its stock jumped 600 percent The Verge Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 700% CNBC Allbirds rebrands as NewBird AI to enter AI chip market qz.com AIbirds Bloomberg.com Allbirds, the San Francisco shoe brand that made 'Salesforce Ones,' pivots to AI SFGATE","title":"Allbirds announced a switch from shoes to AI and its stock jumped 600 percent - The Verge","url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp"}}...
|
candidate:sc_0db466e469e2c108
|
0.42
|
signal_enriched:news_delta:8c1bddc48917e582
|
NULL
|
2026-04-15T22:41:49.557972+00:00
|
Edit
Delete
|
|
35183
|
evt_52aa76c4d209
|
signal_candidate_ingest
|
2026-04-13T16:24:27.244794+00:00
|
collector:discovery
|
[]
|
{"created_at":"2026-04-13T16:24:27.244 {"created_at":"2026-04-13T16:24:27.244794+00:00","signal_type":"discovery_ipo_delta","source":"discovery_ingestor","url":"https://news.google.com/rss/articles/CBMiogFBVV95cUxNUXlsdVIyLTh0OGU3XzJfbnpUQ2sxWHdZRmlEWC1zVk5fNjF2ZlNmc1ZROHdzV1U3RzIzNC1xWm5Fc0tQakNUcXJsYWhTVHRIeG5uOHc5ajZYRmFMODJOMExrQXo2cmp4UzFPZUtDc2d6eVEzNkVnMDNVMWxkYzJPblpGaW9CUm5zRVB4cmJsWUlIMC1XcS13X1kzejFjZVpkTEE?oc=5","value":{"fp":"5ca7fd5c0b8c4426","kind":"ipo_calendar","published_at":"2026-04-13T09:26:00+00:00","source":"Yahoo Finance","summary":"Is the SpaceX IPO Destined to Flop? This Historical Indicator Has a (Thus Far) 100% Success Rate and Offers a Clear Answer. Yahoo Finance","tickers":[],"title":"Is the SpaceX IPO Destined to Flop? This Historical Indicator Has a (Thus Far) 100% Success Rate and Offers a Clear Answer. - Yahoo Finance","url":"https://news.google.com/rss/articles/CBMiogFBVV95cUxNUXlsdVIyLTh0OGU3XzJfbnpUQ2sxWHdZRmlEWC1zVk5fNjF2ZlNmc1ZROHdzV1U3RzIzNC1xWm5Fc0tQakNUcXJsYWhTVHRIeG5uOHc5ajZYRmFMODJOMExrQXo2cmp4UzFPZUtDc2d6eVEzNkVnMDNVMWxkYzJPblpGaW9CUm5zRVB4cmJsWUlIMC1XcS13X1kzejFjZVpkTEE?oc=5"}}...
|
rss
|
1.0
|
discovery_ipo_delta:8dcbb11d3edcf104
|
NULL
|
2026-04-13T16:24:30.445300+00:00
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Edit
Delete
|
|
55318
|
evt_52aa21ac0c05
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signal_ingest
|
2026-04-16T05:23:28.554700+00:00
|
daemon:signal_enrichment
|
[]
|
{"created_at":"2026-04-16T05:22:50.960 {"created_at":"2026-04-16T05:22:50.960814+00:00","dedupe_key":"signal_enriched:news_delta:8e2bdde484beb4c9","evidence_event_ids":["evt_55fd7ce32a26"],"signal_type":"news_headline_delta","source":"news_rss","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMicEFVX3lxTE44WVlYbkFEVElpR2l6Tm5oZllvVTdjek9leW12NEtJRFpXUExma3FoZHNtdVJ5cTNobmhadUk4aXE1d0Myb1NJWXZaV3VtRTRia0x6dDRsSEVOUkpjREVGOGNYdkVQbzI5N0lXOUQ1djk?oc=5","as_of":"2026-04-16T05:22:50.960814+00:00","canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp","enrichment":{"aggregator_url":"https://news.google.com/rss/articles/CBMicEFVX3lxTE44WVlYbkFEVElpR2l6Tm5oZllvVTdjek9leW12NEtJRFpXUExma3FoZHNtdVJ5cTNobmhadUk4aXE1d0Myb1NJWXZaV3VtRTRia0x6dDRsSEVOUkpjREVGOGNYdkVQbzI5N0lXOUQ1djk?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_c14bb01ea4b73373","canonical_host":"gstatic.com","canonical_is_aggregator":true,"canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-16T05:23:28.554662+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMicEFVX3lxTE44WVlYbkFEVElpR2l6Tm5oZllvVTdjek9leW12NEtJRFpXUExma3FoZHNtdVJ5cTNobmhadUk4aXE1d0Myb1NJWXZaV3VtRTRia0x6dDRsSEVOUkpjREVGOGNYdkVQbzI5N0lXOUQ1djk?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"wsj.com","publisher_resolution":"payload_source_domain","requested_url":"https://news.google.com/rss/articles/CBMicEFVX3lxTE44WVlYbkFEVElpR2l6Tm5oZllvVTdjek9leW12NEtJRFpXUExma3FoZHNtdVJ5cTNobmhadUk4aXE1d0Myb1NJWXZaV3VtRTRia0x6dDRsSEVOUkpjREVGOGNYdkVQbzI5N0lXOUQ1djk?oc=5","source_event_id":"evt_55fd7ce32a26","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"c1490ec1fea9eb79","published_at":"2026-04-15T22:35:00+00:00","publisher_domain":"wsj.com","signal_understanding":{"analysis_basis":"headline_and_summary","claim_confidence":0.42,"dates_mentioned":[],"entities":[],"event_type":"other","information_gaps":["article_text_unavailable"],"key_facts":["Headline: LIV Golf Facing Imminent Closure as Saudi Backers Weigh Pulling Funding - WSJ","Source summary: LIV Golf Facing Imminent Closure as Saudi Backers Weigh Pulling Funding WSJ LIV CEO shoots down 'speculation,' says '26 season unaltered ESPN Saudi Fund to Back Away From LIV Golf Under Mounting Financial Pressures The New York Times Report: LIV Golf on verge of losing funding from Saudi investment fund, putting the tour's future in doubt Yahoo Sports Saudi Arabia\u2019s PIF on verge of cutting support for LIV Golf Financ"],"numeric_claims":[],"primary_claim":"LIV Golf Facing Imminent Closure as Saudi Backers Weigh Pulling Funding - WSJ","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"LIV Golf Facing Imminent Closure as Saudi Backers Weigh Pulling Funding WSJ LIV CEO shoots down 'speculation,' says '26 season unaltered ESPN Saudi Fund to Back Away From LIV Golf Under Mounting Financial Pressures The New York Times Report: LIV Golf on verge of losing funding from Saudi investment fund, putting the tour's future in doubt Yahoo Sports Saudi Arabia\u2019s PIF on verge of cutting support","topics":["news headline"]},"source":"WSJ","source_domain":"wsj.com","source_url":"https://www.wsj.com","summary":"LIV Golf Facing Imminent Closure as Saudi Backers Weigh Pulling Funding WSJ LIV CEO shoots down 'speculation,' says '26 season unaltered ESPN Saudi Fund to Back Away From LIV Golf Under Mounting Financial Pressures The New York Times Report: LIV Golf on verge of losing funding from Saudi investment fund, putting the tour's future in doubt Yahoo Sports Saudi Arabia\u2019s PIF on verge of cutting support for LIV Golf Financial Times","title":"LIV Golf Facing Imminent Closure as Saudi Backers Weigh Pulling Funding - WSJ","url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp"}}...
|
candidate:sc_c14bb01ea4b73373
|
0.42
|
signal_enriched:news_delta:8e2bdde484beb4c9
|
NULL
|
2026-04-16T05:23:28.554765+00:00
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Edit
Delete
|
|
137044
|
evt_52a97aa6777d
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opportunity_drop_decision
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2026-04-18T04:40:02.197684+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T04:40:02.197597+00:0 {"at":"2026-04-18T04:40:02.197597+00:00","entity_key":"equity:TEN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_91e3d12a5ce0","where":"theme_universe_gate"}...
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NULL
|
0.0
|
NULL
|
NULL
|
2026-04-18T04:40:02.197690+00:00
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Edit
Delete
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|
21120
|
evt_52a8c1d65800
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signal_candidate_ingest
|
2026-04-11T03:10:51.104915+00:00
|
collector:discovery
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[]
|
{"created_at":"2026-04-11T03:10:51.104 {"created_at":"2026-04-11T03:10:51.104915+00:00","signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","url":"https://www.sec.gov/Archives/edgar/data/1873951/0001193125-26-151297.txt","value":{"company":"Exzeo Group, Inc.","form_type":"4","fp":"1ea044ed2849a906","kind":"sec_filing","published_at":"20260410","source":"sec_edgar","summary":"Form 4 \u00b7 Exzeo Group, Inc. \u00b7 Filed 20260410","ticker":"XZO","tickers":["XZO"],"title":"XZO filed 4","url":"https://www.sec.gov/Archives/edgar/data/1873951/0001193125-26-151297.txt"}}...
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sec:edgar
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1.0
|
discovery_sec_filing_delta:628ee50c83429ac7
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NULL
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2026-04-11T03:11:05.339122+00:00
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Edit
Delete
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51813
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evt_52a680c9196a
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llm_usage
|
2026-04-15T23:09:49.107424+00:00
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llm:openai
|
[]
|
{"cost_usd":0.001587,"meta":{" {"cost_usd":0.001587,"meta":{"governance":{"chars_trimmed":321219,"complexity":"high","cost_24h_usd":2.840832,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1540,"input_tokens_original":1540,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1800,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:intel_story_verdicts","complexity:high","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":5040,"response_format_type":"json_schema","schema_name":"intel_story_articles_v2","selected_model":"gpt-5.4-nano","task_class":"intel_story_verdicts"},"max_output_tokens":1800,"requested_max_output_tokens":5040,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0b9fb4c19fe9206b0069e01ab59e248196849e3b241cb8eb75","usage":{"input_tokens":2003,"input_tokens_details":{"cached_tokens":0},"output_tokens":949,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2952}}...
|
NULL
|
0.0
|
llm_usage:resp_0b9fb4c19fe9206b0069e01ab59e2481968 llm_usage:resp_0b9fb4c19fe9206b0069e01ab59e248196849e3b241cb8eb75...
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NULL
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2026-04-15T23:09:49.107479+00:00
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Edit
Delete
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|
142623
|
evt_52a64e1ae1f3
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opportunity_drop_decision
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2026-04-18T05:35:04.055334+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T05:35:04.055267+00:0 {"at":"2026-04-18T05:35:04.055267+00:00","entity_key":"equity:FARTCOIN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_6575a5dc5c6b","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
|
NULL
|
2026-04-18T05:35:04.055338+00:00
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Edit
Delete
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|
110012
|
evt_52a648c86e3e
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opportunity_drop_decision
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2026-04-18T00:29:31.591257+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T00:29:31.591229+00:0 {"at":"2026-04-18T00:29:31.591229+00:00","entity_key":"equity:ADC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ed6783543a57","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
|
NULL
|
2026-04-18T00:29:31.591260+00:00
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Edit
Delete
|
|
73930
|
evt_52a6132e011f
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opportunity_drop_decision
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2026-04-17T19:23:51.905953+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T19:23:51.905915+00:0 {"at":"2026-04-17T19:23:51.905915+00:00","entity_key":"equity:BLMH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_2a20ee79107c","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
|
NULL
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2026-04-17T19:23:51.905958+00:00
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Edit
Delete
|
|
64905
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evt_52a5c57e93ec
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llm_usage
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2026-04-17T15:42:58.581142+00:00
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llm:openai
|
[]
|
{"cost_usd":0.001361,"meta":{" {"cost_usd":0.001361,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":1.733733,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":905,"input_tokens_original":905,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_03dee39f2bc767110069e254fa3f288190b82959995e1bfdc9","usage":{"input_tokens":1182,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2082}}...
|
NULL
|
0.0
|
llm_usage:resp_03dee39f2bc767110069e254fa3f288190b llm_usage:resp_03dee39f2bc767110069e254fa3f288190b82959995e1bfdc9...
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NULL
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2026-04-17T15:42:58.581207+00:00
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Edit
Delete
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|
53021
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evt_52a4a838760a
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signal_ingest
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2026-04-16T01:06:19.353113+00:00
|
collector:markets
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[]
|
{"created_at":"2026-04-16T01:06:15.098 {"created_at":"2026-04-16T01:06:15.098957+00:00","signal_type":"market_prices_snapshot","source":"market_ingestor","value":{"as_of":"2026-04-16T01:06:15.098957+00:00","candles_by_ticker":{},"movers":[],"quality_hint":1.0,"quotes":{},"source":"market_ingestor","source_ref":"stooq","tickers":["AA","BTCUSD","BZ","CL","GC","SI","URA"]}}...
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stooq
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1.0
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market_prices_snapshot:26425c7994d5b072
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NULL
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2026-04-16T01:06:19.353569+00:00
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Edit
Delete
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28867
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evt_52a373a029dd
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artifact_upsert
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2026-04-12T10:54:09.854566+00:00
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planner
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[]
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-12","confidence":0.95,"created_at":"2026-04-12T10:54:09.854566+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-12","fingerprint":"f4f23d04fa96b3ede34af6ef243b6db8cbc086c0","plan_fingerprint":"bb68be4f3448ddfa0917848c64c38b1de150367e","source":"planner"},"output_json":{"day":"2026-04-12","plan":{"day":"2026-04-12","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Email sender identity verification needed (medium)","id":"sig:4feaaf8f5ee1e88b","kind":"inbox","links":{"dedupe_key":"email_sender_verification_needed:CAB1dmrc5J=7qdHY0qL_td-wj4ap4R=6qimKhkM8KeT46q=se_w@mail.gmail.com","evidence_event_ids":["evt_237f65de83ed"],"reason_trace":{"reason":"unknown_sender_identity"},"severity":"medium","signal_id":"sig_1c89b99427a0","signal_type":"email_sender_verification_needed","source":"email_answerer","topic_key":"signal:email_sender_verification_needed:970ab8bdb274cdc7","triage":{"action_hints":["schedule review"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"Email sender identity verification needed (medium)","prior":{"family":"general","importance_band":"background","suggested_disposition":"park","suggested_route":"review","suggested_urgency":"low"},"priority_score":22.4,"rationale":"This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later.","review_in_days":30,"route":"review","urgency":"low"},"user_visible":false},"next_touch_at_iso":null,"route":"review","score":25.0,"score_hint":0.0,"source_kind":"signal","tags":["family:general","priority:low","route:review","severity:medium","signal","signal:email_sender_verification_needed","source:email_answerer","triage:park","urgency:low"],"ts":"2026-04-11T21:15:09.338387+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later."}],"do_today":[],"meta":{"built_at":"2026-04-12T10:54:09.854566+00:00","daily_synthesis_source":"fallback","day":"2026-04-12","filters":{"deduped":0,"internal_shadow":0,"noise_signal":1,"stale":4,"stale_question":0,"stale_workflow":0},"fingerprint":"a9c17913a52b9b4e3d806efbfe61c3f2b561c0ca","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-06"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Email sender identity verification needed (medium)","id":"sig:4feaaf8f5ee1e88b","kind":"inbox","links":{"dedupe_key":"email_sender_verification_needed:CAB1dmrc5J=7qdHY0qL_td-wj4ap4R=6qimKhkM8KeT46q=se_w@mail.gmail.com","evidence_event_ids":["evt_237f65de83ed"],"reason_trace":{"reason":"unknown_sender_identity"},"severity":"medium","signal_id":"sig_1c89b99427a0","signal_type":"email_sender_verification_needed","source":"email_answerer","topic_key":"signal:email_sender_verification_needed:970ab8bdb274cdc7","triage":{"action_hints":["schedule review"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"Email sender identity verification needed (medium)","prior":{"family":"general","importance_band":"background","suggested_disposition":"park","suggested_route":"review","suggested_urgency":"low"},"priority_score":22.4,"rationale":"This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later.","review_in_days":30,"route":"review","urgency":"low"},"user_visible":false},"next_touch_at_iso":null,"route":"review","score":25.0,"score_hint":0.0,"source_kind":"signal","tags":["family:general","priority:low","route:review","severity:medium","signal","signal:email_sender_verification_needed","source:email_answerer","triage:park","urgency:low"],"ts":"2026-04-11T21:15:09.338387+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Email sender identity verification needed (medium)","id":"sig:4feaaf8f5ee1e88b","kind":"inbox","links":{"dedupe_key":"email_sender_verification_needed:CAB1dmrc5J=7qdHY0qL_td-wj4ap4R=6qimKhkM8KeT46q=se_w@mail.gmail.com","evidence_event_ids":["evt_237f65de83ed"],"reason_trace":{"reason":"unknown_sender_identity"},"severity":"medium","signal_id":"sig_1c89b99427a0","signal_type":"email_sender_verification_needed","source":"email_answerer","topic_key":"signal:email_sender_verification_needed:970ab8bdb274cdc7","triage":{"action_hints":["schedule review"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"Email sender identity verification needed (medium)","prior":{"family":"general","importance_band":"background","suggested_disposition":"park","suggested_route":"review","suggested_urgency":"low"},"priority_score":22.4,"rationale":"This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later.","review_in_days":30,"route":"review","urgency":"low"},"user_visible":false},"next_touch_at_iso":null,"route":"review","score":25.0,"score_hint":0.0,"source_kind":"signal","tags":["family:general","priority:low","route:review","severity:medium","signal","signal:email_sender_verification_needed","source:email_answerer","triage:park","urgency:low"],"ts":"2026-04-11T21:15:09.338387+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"a9c17913a52b9b4e3d806efbfe61c3f2b561c0ca","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-12\n\n*One thing:* Email sender identity verification needed (medium)\nWhy: This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later.\n\n*Do now:*\n\u2022 Email sender identity verification needed (medium) \u2014 This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later.","ready_at":"2026-04-12T10:54:09.854566+00:00","status":"ready","summary":"Email sender identity verification needed (medium)","title":"Daily Plan 2026-04-12","updated_at":"2026-04-12T10:54:09.854566+00:00"}...
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NULL
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0.95
|
artifact_upsert:daily_plan:2026-04-12:f4f23d04fa96 artifact_upsert:daily_plan:2026-04-12:f4f23d04fa96b3ede34af6ef243b6db8cbc086c0...
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NULL
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2026-04-12T10:54:10.153933+00:00
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67990
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evt_52a2d3a3fc08
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opportunity_drop_decision
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2026-04-17T18:29:02.430938+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-17T18:29:02.430894+00:0 {"at":"2026-04-17T18:29:02.430894+00:00","entity_key":"macro:bitcoin","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_f40cb83ecb68","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T18:29:02.430941+00:00
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120237
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evt_52a2554d8706
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opportunity_drop_decision
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2026-04-18T02:04:36.929051+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T02:04:36.929013+00:0 {"at":"2026-04-18T02:04:36.929013+00:00","entity_key":"equity:MPB","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_c4f17bfa9d55","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T02:04:36.929055+00:00
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53423
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evt_52a1c0a230e8
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llm_usage
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2026-04-16T01:14:26.491407+00:00
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llm:openai
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[]
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{"cost_usd":0.00261,"meta":{"g {"cost_usd":0.00261,"meta":{"governance":{"chars_trimmed":56571,"complexity":"high","cost_24h_usd":3.406093,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1542,"input_tokens_original":1542,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1800,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:opportunity_case_verdicts","complexity:high","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":5200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"opportunity_case_verdicts"},"max_output_tokens":1800,"requested_max_output_tokens":5200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_096485d2f31c59c00069e037e73848819799f4ce54de71c974","usage":{"input_tokens":1798,"input_tokens_details":{"cached_tokens":0},"output_tokens":1800,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3598}}...
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NULL
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0.0
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llm_usage:resp_096485d2f31c59c00069e037e7384881979 llm_usage:resp_096485d2f31c59c00069e037e73848819799f4ce54de71c974...
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NULL
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2026-04-16T01:14:26.491479+00:00
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39070
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evt_52a12e2e939b
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signal_candidate_ingest
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2026-04-14T01:25:27.813370+00:00
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collector:news
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[]
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{"created_at":"2026-04-14T01:25:27.813 {"created_at":"2026-04-14T01:25:27.813370+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMigwFBVV95cUxPSXJwUTRKZEZmMWE5bFNWazlIbWZlaVo4WlpjR3dLWm5IWjdaZTh5YWNybm5LLThQVjl5YXJTZk9kdTN2Qlc0czdzTTYwUlBkMEhONFE1dzJJeUN5YWxHN0NmQ2JqT3Q4N05ESnFPWExHSXAxWkRTLVlQZFB6aUhzT2NLVQ?oc=5","value":{"fp":"0bcebf238809f58b","published_at":"2026-04-14T00:11:00+00:00","source":"The Guardian","source_domain":"theguardian.com","source_url":"https://www.theguardian.com","summary":"Texas man accused of throwing molotov cocktail at Sam Altman home charged The Guardian Suspect in attack at Sam Altman\u2019s house charged with attempted murder and attempted arson CNN Man accused in Molotov cocktail attack of OpenAI CEO's home charged with attempted murder NPR Sam Altman\u2019s home targeted in second attack; two suspects arrested The San Francisco Standard Man charged with attempted murder in attack on home of OpenAI's Sam Altman BBC","title":"Texas man accused of throwing molotov cocktail at Sam Altman home charged - The Guardian","url":"https://news.google.com/rss/articles/CBMigwFBVV95cUxPSXJwUTRKZEZmMWE5bFNWazlIbWZlaVo4WlpjR3dLWm5IWjdaZTh5YWNybm5LLThQVjl5YXJTZk9kdTN2Qlc0czdzTTYwUlBkMEhONFE1dzJJeUN5YWxHN0NmQ2JqT3Q4N05ESnFPWExHSXAxWkRTLVlQZFB6aUhzT2NLVQ?oc=5"}}...
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rss:The Guardian
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1.0
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news_delta:00a1ef94d1a9c469
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NULL
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2026-04-14T01:25:27.813500+00:00
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22811
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evt_52a055f1d17d
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artifact_upsert
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2026-04-11T12:00:23.053246+00:00
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planner
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[]
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-11","confidence":0.95,"created_at":"2026-04-11T12:00:23.053246+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-11","fingerprint":"ddedfa9bc1ec0aa762ae11d88dd539b8f03996ca","plan_fingerprint":"7b38022bd5fd33899969dafa766b22b29ce77129","source":"planner"},"output_json":{"day":"2026-04-11","plan":{"day":"2026-04-11","do_now":[],"do_today":[],"meta":{"built_at":"2026-04-11T12:00:23.053246+00:00","daily_synthesis_source":"fallback","day":"2026-04-11","filters":{"deduped":0,"internal_shadow":0,"noise_signal":1,"stale":4,"stale_question":0,"stale_workflow":0},"fingerprint":"0385223aaa064cfe512eac687c9db08d911c5b20","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-06"},"must_do":[],"notes":[],"one_thing":null,"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":0,"do_now":0,"do_today":0,"inbox_in":0,"must_do":0,"parked":0,"pending_in":0,"should_do":0,"visible":0,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"0385223aaa064cfe512eac687c9db08d911c5b20","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-11","ready_at":"2026-04-11T12:00:23.053246+00:00","status":"ready","summary":null,"title":"Daily Plan 2026-04-11","updated_at":"2026-04-11T12:00:23.053246+00:00"}...
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NULL
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0.95
|
artifact_upsert:daily_plan:2026-04-11:ddedfa9bc1ec artifact_upsert:daily_plan:2026-04-11:ddedfa9bc1ec0aa762ae11d88dd539b8f03996ca...
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NULL
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2026-04-11T12:00:30.349062+00:00
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58633
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evt_52a0352ac66a
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signal_candidate_ingest
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2026-04-16T18:14:31.927843+00:00
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collector:news
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[]
|
{"created_at":"2026-04-16T18:14:31.927 {"created_at":"2026-04-16T18:14:31.927843+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMipAFBVV95cUxPSlk3Y3ZCb0FSNUhQSGVMdHVKUUZUcGNZYng3STNfZW82d3NFNHVFSE9nbElJeGFaOVNXSU1pREVfNnNSTHU4d21CWGRlaDlsNkh2VnBuNVpLMWxpOUJxVTl1UlFudFljWF9xVlZIeXFwWXZkaEo0MDJ4Nk1KbGxFVWdLX2pwM1F3c3BBVkR3RzRWRUswUDlLZ19rdkt3ZjhmRnU0SQ?oc=5","value":{"fp":"860c60677502b848","published_at":"2026-04-16T14:33:57+00:00","source":"The Motley Fool","source_domain":"fool.com","source_url":"https://www.fool.com","summary":"Abbott (ABT) Q1 2026 Earnings Call Transcript The Motley Fool","title":"Abbott (ABT) Q1 2026 Earnings Call Transcript - The Motley Fool","url":"https://news.google.com/rss/articles/CBMipAFBVV95cUxPSlk3Y3ZCb0FSNUhQSGVMdHVKUUZUcGNZYng3STNfZW82d3NFNHVFSE9nbElJeGFaOVNXSU1pREVfNnNSTHU4d21CWGRlaDlsNkh2VnBuNVpLMWxpOUJxVTl1UlFudFljWF9xVlZIeXFwWXZkaEo0MDJ4Nk1KbGxFVWdLX2pwM1F3c3BBVkR3RzRWRUswUDlLZ19rdkt3ZjhmRnU0SQ?oc=5"}}...
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rss:The Motley Fool
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1.0
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news_delta:a9335ed018550ffe
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NULL
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2026-04-16T18:14:31.927970+00:00
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73241
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evt_529fe85723a5
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opportunity_drop_decision
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2026-04-17T19:18:50.540833+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T19:18:50.540788+00:0 {"at":"2026-04-17T19:18:50.540788+00:00","entity_key":"equity:CSL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_fe713ba00865","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T19:18:50.540838+00:00
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146241
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evt_529f3d82d11d
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opportunity_drop_decision
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2026-04-18T06:10:31.743372+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T06:10:31.743278+00:0 {"at":"2026-04-18T06:10:31.743278+00:00","entity_key":"equity:WBD","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_b963c1527088","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T06:10:31.743375+00:00
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136418
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evt_529f329d7c56
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opportunity_drop_decision
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2026-04-18T04:34:58.194360+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T04:34:58.194278+00:0 {"at":"2026-04-18T04:34:58.194278+00:00","entity_key":"equity:OVPP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_9314582ac9d4","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T04:34:58.194365+00:00
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68248
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evt_529f1c711261
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opportunity_drop_decision
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2026-04-17T18:33:46.821907+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T18:33:46.821865+00:0 {"at":"2026-04-17T18:33:46.821865+00:00","entity_key":"equity:ASRV","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_c223a55ab8eb","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T18:33:46.821912+00:00
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15360
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evt_529ee2158810
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signal_candidate_ingest
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2026-04-10T10:05:26.139643+00:00
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collector:news
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[]
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{"created_at":"2026-04-10T10:05:26.139 {"created_at":"2026-04-10T10:05:26.139643+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMiugFBVV95cUxNSk5hNlYwd3lnNURHSElZX1BCSHNjU0JqY0ZpemRnZTBMZFBHVHNXNGY4UktoYlhrbFA1M3psZUV4ZG1zQVd5T1pDeXo0S3QyekxKdlBwVWhINlRPWHJ0VVI0TmdPeHozS3U0dFBJVUpWVGlZcGtlV0k4VXFNazdOSkU4SjM0NWlrMEdBUmR2TnBTT1VTeGkybDA5QlZKb3E0RDBQOGpCMzhXWFUtcDhUcExEa1hnb2lGVmc?oc=5","value":{"fp":"56c0057a6c26b588","published_at":"2026-04-10T10:01:38+00:00","source":"InvestmentNews","source_domain":"investmentnews.com","source_url":"https://www.investmentnews.com","summary":"Markets look past US-Iran tensions with inflation, bank profits in focus InvestmentNews","title":"Markets look past US-Iran tensions with inflation, bank profits in focus - InvestmentNews","url":"https://news.google.com/rss/articles/CBMiugFBVV95cUxNSk5hNlYwd3lnNURHSElZX1BCSHNjU0JqY0ZpemRnZTBMZFBHVHNXNGY4UktoYlhrbFA1M3psZUV4ZG1zQVd5T1pDeXo0S3QyekxKdlBwVWhINlRPWHJ0VVI0TmdPeHozS3U0dFBJVUpWVGlZcGtlV0k4VXFNazdOSkU4SjM0NWlrMEdBUmR2TnBTT1VTeGkybDA5QlZKb3E0RDBQOGpCMzhXWFUtcDhUcExEa1hnb2lGVmc?oc=5"}}...
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rss:InvestmentNews
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1.0
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news_delta:f09e84ee7bcd4343
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NULL
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2026-04-10T10:05:26.141440+00:00
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55901
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evt_529e364b849f
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dead_letter
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2026-04-16T08:40:06.936033+00:00
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worker
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[]
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{"created_at":"2026-04-16T08:40:06.936 {"created_at":"2026-04-16T08:40:06.936033+00:00","dedupe_key":"job_dead:job_opportunity_find_66500af5fc6f:78:5","error":"TypeError: extract_case_claims() takes 0 positional arguments but 1 was given","payload":{"attempts":78,"job_id":"job_opportunity_find_66500af5fc6f","job_type":"opportunity_find","kind":"job_dead_letter","last_error":"extract_case_claims() takes 0 positional arguments but 1 was given","leased_at":"2026-04-16T08:39:55.871381+00:00","max_attempts":5,"params":{"interval_s":300,"limit":120,"lookback_h":24},"traceback":"Traceback (most recent call last):\n File \"/app/opia_core/runtime/daemons/worker.py\", line 142, in tick\n out = handler(params)\n ^^^^^^^^^^^^^^^\n File \"/app/opia_core/scheduler/handlers.py\", line 61, in <lambda>\n \"opportunity_find\": lambda p: _lazy_opportunity_find(ctx, p),\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\n File \"/app/opia_core/scheduler/handlers.py\", line 564, in _lazy_opportunity_find\n return opportunity_tick(\n ^^^^^^^^^^^^^^^^^\n File \"/app/opia_core/runtime/daemons/opportunity/runtime.py\", line 552, in opportunity_tick\n claims = extract_case_claims(case)\n ^^^^^^^^^^^^^^^^^^^^^^^^^\nTypeError: extract_case_claims() takes 0 positional arguments but 1 was given\n","worker":"opportunity"},"severity":"high","source":"worker"}...
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NULL
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1.0
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job_dead:job_opportunity_find_66500af5fc6f:78:5
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NULL
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2026-04-16T08:40:06.936131+00:00
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134538
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evt_529e2990e5a7
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opportunity_drop_decision
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2026-04-18T04:14:56.694815+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T04:14:56.694775+00:0 {"at":"2026-04-18T04:14:56.694775+00:00","entity_key":"equity:SSM","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_57630be1fd19","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T04:14:56.694818+00:00
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69869
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evt_529db3d75e08
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opportunity_drop_decision
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2026-04-17T18:48:49.574886+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-17T18:48:49.574821+00:0 {"at":"2026-04-17T18:48:49.574821+00:00","entity_key":"equity:CFFI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_b21facd648cd","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T18:48:49.574890+00:00
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69661
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evt_529d9e567a2b
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opportunity_drop_decision
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2026-04-17T18:44:31.818487+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-17T18:44:31.818430+00:0 {"at":"2026-04-17T18:44:31.818430+00:00","entity_key":"equity:XWIN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_5fc7122e6b91","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T18:44:31.818491+00:00
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60678
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evt_529d8660aa77
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:onshoring_industrials","field":"catalysts_14d","value":[{"at":"2026-04-21T00:00:00Z","family":"catalyst","label":"GE earnings on 2026-04-21 (bmo)"}]}...
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NULL
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0.0
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opportunity:theme_fact:onshoring_industrials:catal opportunity:theme_fact:onshoring_industrials:catalysts_14d:2026-04-17...
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NULL
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2026-04-17T00:01:40.710746+00:00
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39303
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evt_529d20b1d3f4
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signal_candidate_ingest
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2026-04-14T02:04:49.876253+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-14T02:04:49.876 {"created_at":"2026-04-14T02:04:49.876253+00:00","signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","url":"https://www.sec.gov/Archives/edgar/data/1140625/0001171843-26-002396.txt","value":{"company":"EQUINOR ASA","form_type":"6-K","fp":"4c59ccb033ea3666","kind":"sec_filing","published_at":"20260413","source":"sec_edgar","summary":"Form 6-K \u00b7 EQUINOR ASA \u00b7 Filed 20260413","ticker":"STOHF","tickers":["STOHF"],"title":"STOHF filed 6-K","url":"https://www.sec.gov/Archives/edgar/data/1140625/0001171843-26-002396.txt"}}...
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sec:edgar
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1.0
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discovery_sec_filing_delta:d72fc1f59a9641d3
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NULL
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2026-04-14T02:05:01.049674+00:00
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125500
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evt_529c6ac6631a
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opportunity_drop_decision
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2026-04-18T02:54:45.188574+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T02:54:45.188524+00:0 {"at":"2026-04-18T02:54:45.188524+00:00","entity_key":"equity:NAVN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_3c77a93e962c","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T02:54:45.188578+00:00
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29531
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evt_529beba01f74
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llm_usage
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2026-04-12T13:47:26.675070+00:00
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llm:openai
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[]
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{"cost_usd":0.000513,"meta":{" {"cost_usd":0.000513,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.191497,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":342,"input_tokens_original":342,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_084e0b253653cbae0069dba26c04bc81949c58ea73c45add60","usage":{"input_tokens":683,"input_tokens_details":{"cached_tokens":0},"output_tokens":301,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":984}}...
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NULL
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0.0
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llm_usage:resp_084e0b253653cbae0069dba26c04bc81949 llm_usage:resp_084e0b253653cbae0069dba26c04bc81949c58ea73c45add60...
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NULL
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2026-04-12T13:47:26.675673+00:00
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146495
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evt_529adafe5558
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opportunity_drop_decision
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2026-04-18T06:10:33.752432+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T06:10:33.752380+00:0 {"at":"2026-04-18T06:10:33.752380+00:00","entity_key":"equity:EDU","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_b963c1527088","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T06:10:33.752436+00:00
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28514
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evt_529a922d433d
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llm_usage
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2026-04-12T09:39:53.997167+00:00
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llm:openai
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[]
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{"cost_usd":0.000494,"meta":{" {"cost_usd":0.000494,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.149259,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":279,"input_tokens_original":279,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0690cb4668c13caf0069db6866797c819083448d4466ad7ff4","usage":{"input_tokens":628,"input_tokens_details":{"cached_tokens":0},"output_tokens":295,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":923}}...
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NULL
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0.0
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llm_usage:resp_0690cb4668c13caf0069db6866797c81908 llm_usage:resp_0690cb4668c13caf0069db6866797c819083448d4466ad7ff4...
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NULL
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2026-04-12T09:39:53.997234+00:00
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87699
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evt_529a352217bb
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opportunity_drop_decision
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2026-04-17T21:24:11.465018+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:24:11.464980+00:0 {"at":"2026-04-17T21:24:11.464980+00:00","entity_key":"equity:VSA","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_7e9bfe7c732f","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-17T21:24:11.465021+00:00
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46967
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evt_5298f7bdec99
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signal_candidate_ingest
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2026-04-15T07:33:53.954940+00:00
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collector:news
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[]
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{"created_at":"2026-04-15T07:33:53.954 {"created_at":"2026-04-15T07:33:53.954940+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMitAFBVV95cUxQMW9WNERtQ0kxZWNqQ2phd1hCLXFBR0hDWG5kdG83SkJFaTRKT0xibVhsSUpiUEJMUGVIZjhHVHAwY19pVXlFSzhrbS0tRmduNnF0SVJaRTFaY2lheVhHbnhkeWRxUnhPVjlsdER4MGdaT3I4R29hY24ya2tsd25BTHZjVFBhblJ2MEZrYTl5Z3F5VlBsWUVzMGdicWUtY3BiMWs3TlFabmxEWVUyZEhDc3NfVng?oc=5","value":{"fp":"facdc779916c6f71","published_at":"2026-04-15T03:09:56+00:00","source":"Investing.com","source_domain":"investing.com","source_url":"https://www.investing.com","summary":"Asia stocks extend rally on tech surge, US-Iran peace hopes Investing.com Asia markets trade higher as hopes for a U.S.-Iran deal rise CNBC Asian shares scale six-week peak on hopes for US-Iran peace talks Reuters Asia Markets Begin Clawing Back War Losses on Easing Tensions Bloomberg.com Asian stocks gain and oil falls on hopes of renewed US-Iran talks KTLA","title":"Asia stocks extend rally on tech surge, US-Iran peace hopes - Investing.com","url":"https://news.google.com/rss/articles/CBMitAFBVV95cUxQMW9WNERtQ0kxZWNqQ2phd1hCLXFBR0hDWG5kdG83SkJFaTRKT0xibVhsSUpiUEJMUGVIZjhHVHAwY19pVXlFSzhrbS0tRmduNnF0SVJaRTFaY2lheVhHbnhkeWRxUnhPVjlsdER4MGdaT3I4R29hY24ya2tsd25BTHZjVFBhblJ2MEZrYTl5Z3F5VlBsWUVzMGdicWUtY3BiMWs3TlFabmxEWVUyZEhDc3NfVng?oc=5"}}...
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rss:Investing.com
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1.0
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news_delta:adff31805402b9bf
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NULL
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2026-04-15T07:33:53.955048+00:00
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77440
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evt_5298872a54f4
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opportunity_drop_decision
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2026-04-17T19:53:57.815667+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T19:53:57.815630+00:0 {"at":"2026-04-17T19:53:57.815630+00:00","entity_key":"commodity:gold","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_717488c85e14","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T19:53:57.815671+00:00
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109898
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evt_52980b0a82be
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opportunity_drop_decision
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2026-04-18T00:24:49.870943+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T00:24:49.870854+00:0 {"at":"2026-04-18T00:24:49.870854+00:00","entity_key":"equity:PFBX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0514f304d84d","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T00:24:49.870949+00:00
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54740
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evt_5296e0835bee
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llm_usage
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2026-04-16T02:44:52.605799+00:00
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llm:openai
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[]
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{"cost_usd":0.001483,"meta":{" {"cost_usd":0.001483,"meta":{"governance":{"chars_trimmed":77,"complexity":"medium","cost_24h_usd":3.709591,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1526,"input_tokens_original":1526,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1800,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1800,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0a8922c8134e4e3b0069e04d1e3e6c81939b2bf6f890855ad0","usage":{"input_tokens":1790,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2690}}...
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NULL
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0.0
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llm_usage:resp_0a8922c8134e4e3b0069e04d1e3e6c81939 llm_usage:resp_0a8922c8134e4e3b0069e04d1e3e6c81939b2bf6f890855ad0...
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NULL
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2026-04-16T02:44:52.605848+00:00
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25994
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evt_52964b713f12
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llm_usage
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2026-04-11T23:08:05.478857+00:00
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llm:openai
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[]
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{"cost_usd":0.000569,"meta":{" {"cost_usd":0.000569,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.067229,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":501,"input_tokens_original":501,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0bed9d407bd82cf70069dad452fa8c81938d5ca9b6274ca43a","usage":{"input_tokens":843,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1163}}...
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NULL
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llm_usage:resp_0bed9d407bd82cf70069dad452fa8c81938 llm_usage:resp_0bed9d407bd82cf70069dad452fa8c81938d5ca9b6274ca43a...
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2026-04-11T23:08:05.478911+00:00
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139436
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evt_5295492878dd
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opportunity_drop_decision
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2026-04-18T05:05:02.211925+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T05:05:02.211830+00:0 {"at":"2026-04-18T05:05:02.211830+00:00","entity_key":"equity:CBFV","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_bce524b12933","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-18T05:05:02.211932+00:00
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56133
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evt_5294b2de435d
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llm_usage
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2026-04-16T09:30:14.696098+00:00
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llm:openai
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[]
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{"cost_usd":0.00111,"meta":{"g {"cost_usd":0.00111,"meta":{"governance":{"chars_trimmed":17999,"complexity":"high","cost_24h_usd":3.242181,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1661,"input_tokens_original":1661,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1200,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:high","pressure:normal","context_trimmed"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":1200,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.2},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0ea9a54e4e03f5010069e0ac21bf408197a74dea234b6beac0","usage":{"input_tokens":2017,"input_tokens_details":{"cached_tokens":1792},"output_tokens":565,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2582}}...
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llm_usage:resp_0ea9a54e4e03f5010069e0ac21bf408197a llm_usage:resp_0ea9a54e4e03f5010069e0ac21bf408197a74dea234b6beac0...
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2026-04-16T09:30:14.696340+00:00
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43027
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evt_52945a3bd30e
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llm_usage
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2026-04-14T14:23:18.780837+00:00
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llm:openai
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[]
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{"cost_usd":0.000497,"meta":{" {"cost_usd":0.000497,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":4.264247,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":290,"input_tokens_original":290,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_053658da6bd5ab420069de4dd45ed88190b63ba533e6278ab1","usage":{"input_tokens":634,"input_tokens_details":{"cached_tokens":0},"output_tokens":296,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":930}}...
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llm_usage:resp_053658da6bd5ab420069de4dd45ed88190b llm_usage:resp_053658da6bd5ab420069de4dd45ed88190b63ba533e6278ab1...
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NULL
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2026-04-14T14:23:18.780896+00:00
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139154
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evt_5293625d2f91
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opportunity_drop_decision
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2026-04-18T05:00:01.073270+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T05:00:01.073203+00:0 {"at":"2026-04-18T05:00:01.073203+00:00","entity_key":"equity:WAB","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_d2812edc1d9a","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T05:00:01.073274+00:00
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121193
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evt_52934ddbeef5
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opportunity_drop_decision
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2026-04-18T02:09:39.744796+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T02:09:39.744767+00:0 {"at":"2026-04-18T02:09:39.744767+00:00","entity_key":"equity:TDG","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_30a392ba38ab","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T02:09:39.744800+00:00
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Edit
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110013
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evt_529318559b59
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opportunity_drop_decision
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2026-04-18T00:29:31.593698+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T00:29:31.593667+00:0 {"at":"2026-04-18T00:29:31.593667+00:00","entity_key":"equity:ADX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ed6783543a57","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T00:29:31.593701+00:00
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Edit
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145144
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evt_5292a2efec0c
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opportunity_drop_decision
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2026-04-18T06:00:05.511769+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T06:00:05.511712+00:0 {"at":"2026-04-18T06:00:05.511712+00:00","entity_key":"equity:VVV","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ca909c867fc4","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T06:00:05.511773+00:00
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Edit
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127100
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evt_52925a4a75b3
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opportunity_drop_decision
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2026-04-18T03:09:44.393810+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T03:09:44.393765+00:0 {"at":"2026-04-18T03:09:44.393765+00:00","entity_key":"equity:ASRV","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_a301f8b62894","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T03:09:44.393814+00:00
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97417
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evt_5291ead42d92
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signal_ingest
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2026-04-17T22:45:27.245338+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-17T14:13:05.509 {"created_at":"2026-04-17T14:13:05.509159+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:eb8f5f2a175abd0b","evidence_event_ids":["evt_653ba7bd63ba"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/what-know-about-29-million-defense-etf-buy-15-allocation-bet","as_of":"2026-04-17T14:13:05.509159+00:00","canonical_url":"https://www.fool.com/coverage/filings/2026/04/17/what-to-know-about-this-usd2-9-million-defense-etf-buy-in-a-1-5-allocation-bet/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/what-know-about-29-million-defense-etf-buy-15-allocation-bet","article_chars":4613,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_6cf333c427647e22","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/coverage/filings/2026/04/17/what-to-know-about-this-usd2-9-million-defense-etf-buy-in-a-1-5-allocation-bet/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-17T22:45:27.245293+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsTrue Vision MN bought 87,908 shares of IDEF in the first quarter.","fetched_title":"What to Know About This $2.9 Million Defense ETF Buy in a 1.5% Allocation Bet | Nasdaq","final_url":"https://www.nasdaq.com/articles/what-know-about-29-million-defense-etf-buy-15-allocation-bet","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/what-know-about-29-million-defense-etf-buy-15-allocation-bet","source_event_id":"evt_653ba7bd63ba","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"bbd74504812f255e","kind":"unusual_volume","published_at":"2026-04-17T13:55:43+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["first quarter","April 16, 2026","March 31, 2026","May 2025","April 17, 2026"],"entities":[{"asset_class":"equity_fund_or_adviser","name":"True Vision MN LLC","relevance":"high","symbol":"","type":"institutional_investor"},{"asset_class":"etf","name":"iShares Defense Industrials Active ETF","relevance":"high","symbol":"IDEF","type":"etf"}],"event_type":"listing","information_gaps":["The signal type requested 'unusual volume delta' (volume ratio vs average), but the provided text contains no trading volume data or volume ratio versus baseline.","No explicit confirmation is provided that the buy caused any unusual volume; the article frames the event as a disclosed SEC position rather than a volume anomaly.","The article does not provide a specific, evidence-backed catalyst tied to the trade beyond a general statement that it is 'likely no coincidence' with U.S.-Iran geopolitical tensions; this is presented as the author\u2019s likelihood rather than a confirmed causal link.","catalyst_hint_missing_for_volume_delta: volume_ratio_vs_average not available in provided text."],"key_facts":["SEC filing dated April 16, 2026 states True Vision MN initiated a new position in iShares Defense Industrials Active ETF (NASDAQ: IDEF) by purchasing 87,908 shares.","The quarter-end value of the IDEF stake was $2.88 million.","The IDEF position accounts for 1.48% of True Vision MN\u2019s $193.90 million in reportable U.S. equity assets as of March 31, 2026.","After the filing, IDEF is outside True Vision MN LLC\u2019s top five holdings.","The article describes IDEF as an actively managed ETF focused on defense and industrials sectors."],"numeric_claims":[{"label":"shares_bought","value":"87,908"},{"label":"position_value_usd","value":"$2.88 million"},{"label":"allocation_percent_of_reportable_assets","value":"1.48%"},{"label":"reportable_U.S._equity_assets_usd","value":"$193.90 million"},{"label":"quarter_end_stake_outside_top_five","value":"Yes"},{"label":"expense_ratio_percent","value":"0.55%"},{"label":"ETF_assets_about_usd","value":"$3.6 billion"},{"label":"ETF_holdings_about","value":"109"},{"label":"industrials_concentration_percent","value":"~88%"}],"primary_claim":"True Vision MN disclosed a new IDEF position of 87,908 shares valued at $2.88 million in an SEC filing dated April 16, 2026.","relevance_score":0.55,"sentiment":"neutral","source_quality":"high","summary":"True Vision MN initiated a new position in the iShares Defense Industrials Active ETF (NASDAQ: IDEF) in the first quarter, buying 87,908 shares worth $2.88 million. The position represents 1.48% of the fund\u2019s reportable U.S. equity assets as of March 31, 2026 and sits outside the adviser\u2019s top five holdings.","topics":["SEC filing","ETF position disclosure","defense/industrials sector exposure","portfolio allocation","satellite position"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsTrue Vision MN bought 87,908 shares of IDEF in the first quarter.","tickers":[],"title":"What to Know About This $2.9 Million Defense ETF Buy in a 1.5% Allocation Bet","url":"https://www.fool.com/coverage/filings/2026/04/17/what-to-know-about-this-usd2-9-million-defense-etf-buy-in-a-1-5-allocation-bet/"}}...
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candidate:sc_6cf333c427647e22
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0.78
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signal_enriched:discovery_unusual_volume_delta:eb8 signal_enriched:discovery_unusual_volume_delta:eb8f5f2a175abd0b...
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NULL
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2026-04-17T22:45:27.245402+00:00
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32322
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evt_5291b829595b
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llm_usage
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2026-04-13T03:36:54.781083+00:00
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llm:openai
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[]
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{"cost_usd":0.002599,"meta":{" {"cost_usd":0.002599,"meta":{"governance":{"chars_trimmed":64159,"complexity":"high","cost_24h_usd":2.471378,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1541,"input_tokens_original":1541,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1800,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:opportunity_case_verdicts","complexity:high","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":5200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"opportunity_case_verdicts"},"max_output_tokens":1800,"requested_max_output_tokens":5200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_020921cfc039fd780069dc64cd24cc8193bf3d2dc91eed4ae5","usage":{"input_tokens":1747,"input_tokens_details":{"cached_tokens":0},"output_tokens":1800,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3547}}...
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NULL
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0.0
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llm_usage:resp_020921cfc039fd780069dc64cd24cc8193b llm_usage:resp_020921cfc039fd780069dc64cd24cc8193bf3d2dc91eed4ae5...
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NULL
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2026-04-13T03:36:54.781137+00:00
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94697
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evt_52913d4e4756
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opportunity_drop_decision
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2026-04-17T22:24:14.312705+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T22:24:14.312677+00:0 {"at":"2026-04-17T22:24:14.312677+00:00","entity_key":"equity:BSPK","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_46f71c0e1401","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T22:24:14.312710+00:00
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